
Boca Raton, FL 33432
5615702560
Chesapeake Asset Management is a registered investment advisor specializing in Asset Management and
Financial Advisor Services targeted to professionals, high net worth individuals, families,
institutions and foundations. Asset Management and Financial Advisory strategies at Chesapeake are designed to help clients progressively grow assets, diversify holdings, and ensure their legacy for future generations. With an emphasis on risk aversion and income, we seek to eliminate common market inefficiencies like emotional, short-term prognostications. With absolute focus on the long-term horizon, strategy performance is driven over multiple cycles by a
disciplined and unbiased fundamental approach within a collaborative culture.
See Disclosures
Firm Start Year
1998
CRD#
5560278
Firm CRD#
108994
Name of Custodial Firm
Charles Schwab, Pershing LLC
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Investment Advice & Management
Securities Licenses
Series 7, Series 66
Advisor's Number of Clients
35
Total Assets Under Management by Advisor
$250000
Compensation Methods
Based on Assets
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886537/financialplanners-Chesapeake-Asset-Management-detailed-disclosure.html